Our typical clients:
.webp)
Global Executives over the age of 35 with assets and financial concerns, and might be looking to:
- Maximize employee benefits and equity compensation and limit the risk
- Optimize global wealth (if globally mobile then must have plans to domicile in the US)
- Transition to a new employer and maximize wealth and protect against uncertainty from the shift
- Exit ownership in a creative agency
- Public company executive and with equity market concerns
.webp)
Usually accumulated investment and retirement assets of at least $750K or with an annual income of at least $300K with a portion coming from equity compensation. Significant private assets can also be a reason to seek us out.
.webp)
Wants to partner on their wealth planning and delegate their investment management to an expert, or align significant private assets into a into a portfolio, so they can spend more time on the things that matter most to them
Step by Step Prospective Client Process
- Learn a bit about you and your financial situation ensuring we are a good match
- Understand why and where you need help
- Introduce you to Pacific Capital Works and our on boarding process unless we think another firm might better serve you
- Invite you to schedule a Discovery Meeting, to develop a deeper understanding and provide you a brief financial plan
*All information is confidential
FamILy Office Discovery Meeting
- Deliver and review your personalized wealth draft plan and the scope required to complete execution
- Understand how we will work together
- If a match exists, we'll invite you to consider becoming a client
- Confirm your situation and ask clarifying questions
- Communicate details about the firm, scope, how we partner together, who we are and what we do
- Set expectations for when and how we can expect to meet throughout the year
- Introduce the tools and technologies we use to support you
- Review the details of the recommended service package we believe best fits your needs and give you the price
- Do I like/trust/respect the team at Pacific Capital Works?
- Will the benefits they provide exceed the fee I’ll pay?
- Do their recommendations make sense to me?
Questionnaire
Discovery Meeting
- Learn a bit about you and your financial situation ensuring we are a good match
- Understand why and where you need help
- Introduce you to Pacific Capital Works and our on boarding process unless we think another firm might better serve you
- Invite you to schedule a Discovery Meeting, to develop a deeper understanding and provide you a brief financial plan
Questionnaire
*All information is confidential
FamILy Office Discovery Meeting
- Deliver and review your personalized wealth draft plan and the scope required to complete execution
- Understand how we will work together
- If a match exists, we'll invite you to consider becoming a client
- Confirm your situation and ask clarifying questions
- Communicate details about the firm, scope, how we partner together, who we are and what we do
- Set expectations for when and how we can expect to meet throughout the year
- Introduce the tools and technologies we use to support you
- Review the details of the recommended service package we believe best fits your needs and give you the price
Discovery Meeting
- Do I like/trust/respect the team at Pacific Capital Works?
- Will the benefits they provide exceed the fee I’ll pay?
- Do their recommendations make sense to me?
Schedule Your 15-minute Introductory Call
Select a Date and Time
I hope you can find the services and solutions your seeking.
Best Regards,
Todd Brundage
I hope you can find the services and solutions your seeking.
Best Regards,
Todd Brundage
Still have questions? Keep reading...
FAQ
Clients have household incomes of at least $300K USD or investable assets (excluding real estate) of at least $750K USD or have significant private assets and need the planning. Our average client has over $2m in assets invested with us.
We have very few clients that utilize us purely for investment management, most of our clients work with us on a service package either as elite wealth management or virtual family office.
$500 Discovery Meeting fee ($200 for Investment Management Discovery Meeting). Our Discovery Meeting agendas are available on the Get Started page on our website.
We likely can, but we don't need to. By design, Pacific Capital Works was built to be paperless, cloud-based and location independent*. We frequently host client meetings over the web and host other web-based events that remote clients may attend.
*Pacific Capital Works may offer investment advisory services in the State of Oregon and other locations or other states where the client resides or jurisdictions where registered or exempted. This is not an offer for services in any jurisdiction in which the firm is not either registered or exempted.
In essence, we are your partner and coach advising you to achieve your financial and life goals. We will help you dream, grow, protect, enjoy, and transfer your wealth. Our goal is to help you gain clarity about what you want and how to get it. We work with you to set goals, develop strategies to achieve them, and implement the strategies while monitoring your progress and making adjustments when necessary.
In addition we provide expertise and experience in investment management. In most cases we will manage your assets in a evidenced based approach and sometimes provide the guidance you need to manage assets or outsource it to another expert.
We also can manage all the experts (accountants, attorneys, insurance, etc) needed in your plan and create the cohesion needed in this group.
The services I offer goes from personal consulting to complex tax resolutions. No matter if you are a small or big business I can offer you my services at excellent rates.
Individual Tax Service
Basic but powerful features.
We are committed to providing a valuable tax service that goes
We are committed to providing a valuable tax service that goes
We are committed to providing a valuable tax service that goes
Medium Tax Service
Intermediate features at a great price.
We are committed to providing a valuable tax service that goes
We are committed to providing a valuable tax service that goes
We are committed to providing a valuable tax service that goes
Large Tax Business
Unlimited features for your Business.
We are committed to providing a valuable tax service that goes
We are committed to providing a valuable tax service that goes
We are committed to providing a valuable tax service that goes
It is important to stay updated with the latest tax regulations, in our blog I share in a easy to understand fashion matters what can be of impact for your interests.
